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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,748 | $58,311-33.5% | $81,882-52.7% | $80,959-52.1% |
| Participation rate | 39.5% | 63.5%-24.0pp | 72.4%-32.9pp | 67.7%-28.2pp |
| Annual return | 10.64% | 41.85%-31.2pp | 779.47%-768.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $656 | $2,347-72.0% | $2,916-77.5% | $2,757-76.2% |
| Participant deferral / active EE | $1,062 | $3,287-67.7% | $4,323-75.4% | $4,300-75.3% |
| Admin fee / account holder | $4,506 | $4,752-5.2% | $7,360-38.8% | $6,925-34.9% |